As a client of SKWealth, you can expect professional advice tailored to your needs and goals. Our team of CERTIFIED FINANCIAL PLANNERS™, Certified Public Accountants, and other professionals look beyond “The Big Picture” to establish your personal financial objectives. Whether you wish to fund an education, save for retirement or manage your investments, The Integrated Financial Advantage™, is here to help you make informed decisions that will benefit your future.

Working with a Certified Divorce Financial Analyst (CDFA) at SK Wealth provides guidance and clarity during the difficult divorce process. The CDFA’s role is to help the client and attorney recognize how the financial decisions made during the divorce will impact the client’s future. We develop a plan for your financial future that still has your integrity intact. We offer a complimentary meeting to determine if this service is right for you.

Our team is comprised of engaged & enthusiastic individuals who not only have the expertise of real-world financial solutions, but also have the experience to back it up. The SKWealth team represents you- not the industry. Let us guide you on your path to financial independence.

Income Tax Planning

SKWealth Podcast – Episode 6 In this episode, we shift gears from our last podcast discussion on the impact of the new Tax Cuts and Jobs Act to individual taxpayers, and discuss how the Act affects small and medium sized businesses. The Act has been touted as a clear win for...

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. While many of the provisions in the new legislation are permanent, others (including most of the tax cuts that...

-by Jason Archambault, CFP®, CPA/PFS, Managing Member As we approach the end of the year, strong markets and possible tax reform may trigger the biggest charitable giving year in U.S. history. An improving economy and strong market performance have generated significant appreciation of investment assets. The S&P 500® stock...

IRA Contribution Limits The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or 100% of your earned income, if less), unchanged from 2017. The maximum catch-up contribution for those age 50 or older remains at $1,000. You can contribute to both a...

For married couples, the ability to coordinate Social Security claiming strategies can boost lifetime benefits. This ability to coordinate benefits is going away this spring as a result of the Bipartisan budget Act of 2015. The file and suspend strategy allows a wage earner who is at full...